How we “ask” for referrals

How we “ask” for referrals

Fresh on the heels of graduating from college in 2001, I came to my dad (with a job offer to P&A in mind) and said, “All right Dad, what is next?”  He said, without hesitation, “Go find a job…”  The silence was deafening… The tech bubble had just burst, so...
What is a benchmark?

What is a benchmark?

A benchmark is a standard or point of reference against which to compare or assess something or someone. That’s a pretty dry definition; however, when we sit back and think about it, there are a variety of benchmarks we encounter in our every-day lives. Whether it’s...
Bunching to reduce taxes

Bunching to reduce taxes

“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December 2017, this strategy is even more useful.  Find out if you are among the certain taxpayers who stand to gain even greater tax...
The P&A Portal

The P&A Portal

One of the standards to which P&A has always held ourselves is delivering a high degree of transparency to you, our client: transparency with fees, with conflicts of interest, and with how we are managing your hard-earned investments dollars.  We believe...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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